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Email me when Follow Up Boss creates a contact
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Popular Follow Up Boss workflows & automations
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Create Follow Up Boss contact from Webhooks eventby
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Update Follow Up Boss stage when Asana task completesby
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Send a Webhooks request when Follow Up Boss creates a contactby
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Create Follow Up Boss contacts from Google Forms responsesby
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Create Follow Up Boss contact from Google Calendar eventby
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Create Follow Up Boss contact from Typeform responseby
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Create Follow Up Boss contact from SMS tagby
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Create Google Calendar event for new Follow Up Boss appointmentby
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Create your own Follow Up Boss workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
11 triggers, queries, and actions
New contact
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires every time a new contact is created in Follow Up Boss.
New note
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires every time a new note is added to a contact in Follow Up Boss.
New appointment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires every time a new appointment is created in Follow Up Boss.
New task
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires every time a new task is created in Follow Up Boss.
New deal
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires every time a new deal is created in Follow Up Boss.
Find contact by email
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Look up a Follow Up Boss contact by email address.
Get contact by ID
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve a Follow Up Boss contact by its ID.
Recent notes for contact
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve the most recent notes for a Follow Up Boss contact.
Create contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Create a new contact in Follow Up Boss.
Update contact stage
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Change the pipeline stage of an existing Follow Up Boss contact.
Add note to contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Add a note to an existing Follow Up Boss contact.
New contact
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires every time a new contact is created in Follow Up Boss.
New note
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires every time a new note is added to a contact in Follow Up Boss.
New appointment
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires every time a new appointment is created in Follow Up Boss.
New task
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires every time a new task is created in Follow Up Boss.
New deal
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires every time a new deal is created in Follow Up Boss.
Find contact by email
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Look up a Follow Up Boss contact by email address.
Get contact by ID
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve a Follow Up Boss contact by its ID.
Recent notes for contact
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve the most recent notes for a Follow Up Boss contact.
Create contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Create a new contact in Follow Up Boss.
Update contact stage
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Change the pipeline stage of an existing Follow Up Boss contact.
Add note to contact
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Add a note to an existing Follow Up Boss contact.
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How to connect to a Follow Up Boss automation
Find an Applet using Follow Up Boss and Todoist
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Securely connect the Applet services to your respective accounts.Finalize and customize your Applet
Review trigger and action settings, and click connect. Simple as that!More credits, more Follow Up Boss Applets
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About Follow Up Boss
Connect Follow Up Boss to thousands of apps. Automate lead routing, contact status updates, and follow-up workflows for your real estate business.